I’m amending my bet after reading this morning that Vodafone is using Huwaei to run LTE trials. Indeed, with Nortel (s NOT) and Alcatel-Lucent (s ALU) on the ropes, the Chinese company smells blood in the North American market.

But the big boost for Huawei is going to come from its own home market. In 2010, the first commercial LTE network is expected to be launched in China by China Mobile. Others will work to build out the LTE networks, as well as TD-LTE, a China-only flavor of the 4G wireless broadband technology. Huawei and ZTE are the primary equipment suppliers to Chinese phone companies.

But as it waits for LTE to arrive, Huawei is still continuing on its path to 4G domination via WiMAX. Today the company added Clearwire (s CLWR) to a growing list of customers that want its lower-priced WiMAX equipment. The only place Huawei is struggling to get 4G traction is India, said to be potentially the largest WiMAX market in the world, and where Telsima — now part of Harris-Stratex — leads.

It’s HiSilicon who supplys the chip, owned by Huawei in Shenzhen, China.Broadcom is not vendor of Huawei but of Huawei-3Com(H3C, now owned by HP).
The bankrupty of Nortel and Lucent is the benefit from Huawei.

I do see Huawei coming on as a major threat to the North American incumbent vendors but I still doubt if the Tier-1 service providers in N. America are ready to roll with Huawei just yet. They have a planted one foot in the door at the right time as SP’s here start issuing LTE RFP’s but time will tell if the LTE juggernaut will really roll their way.